Automation fails when it starts with the tool. It works when it starts with measurement: how many times a month, how long, and at what cost of error.
What actually happens, not what the procedure describes. The gap between the two is often the main opportunity.
Frequency, duration, error rate, cost of rework. Each process gets an estimated return and a cost to automate.
What is worth doing, what is not, and what should be simplified before being automated. The third group is the most common.
Power Automate, Logic Apps, Functions, or nothing at all. A process run three times a year justifies no tool.
With the people doing the work, not only those who describe it. That is where the workarounds that make up the real process live.
Real volumes pulled from the systems rather than from memory. Frequency estimates are almost always wrong, in both directions.
Ranked by decreasing return, with implementation cost alongside. You can hand it to someone else; it remains usable.
On the processes you select, one at a time, with a measurement after cutover to check the estimated gain actually happened.
It serves far beyond automation: business continuity, onboarding, preparing a change of software package.
Before and after. That is what funds the next wave without reopening a negotiation.
Documented and modifiable by your teams. An automation nobody understands becomes an outage in two years.
Two weeks, fixed scope, fixed fee quoted at scoping. You keep the roadmap whatever happens next.
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